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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-07-19 |
| TX | RA | APPROVED_RES | 2019-07-19 |
Branch Locations
116 Village Blvd Ste 200 Princeton Forrestal Village, Princeton, NJ 08540 • United States
116 Village Blvd Ste 200 Princeton Forrestal Village, Princeton, NJ 08540 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army Reserve | Ft Dix | NJ | 12/1997 | 07/2019 |
| Ubs Financial Services Inc. | Princeton | NJ | 04/1999 | 07/2019 |
| Lpl Financial, Llc | Princeton | NJ | 07/2019 | Present |
1) 02/21/2025 - CLH Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/24/2019 - 160 hours per month/ 7 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-01 |
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